PandaDoc is document management software designed to streamline sales document creation, sending and tracking processes, integrates with third-party business tools already in use such as CRM and financial management tools, and provides users with document process control tool sets for document automation, analysis and team management. The platform offers multiple feature sets in order to enable users to customize the system in order to best reflect company-specific workflows and operations.

Quote Roller is proposal and quoting software that provides users with an all-in-one CPQ, proposal, and contract management system powered by PandaDoc. The platform enables users to create sales documents, utilize dynamic quoting, facilitates electronic signatures and automate workflows, provides sales representatives with the ability to create, edit and access documents from any location, and is built to integrate with multiple third-party tools including Google Apps, Salesforce and Pipedrive.